最新报道：According to the news from Bijie.com on July 5, the market focus in the past week was mainly on the United States, and various indexes hit record highs almost every day, showing an extremely enthusiastic mood. It is worth noting that asset management companies are increasingly bullish on US stocks, and market sentiment may be a bit too excited. This may lead to over-concentration of positions, and once there is bad news, such as the tariff deadline set by Trump on July 9, market volatility may increase. Looking ahead to next week, traders will pay close attention to the minutes of the monetary policy meeting released by the Federal Reserve, the latest statements of the FOMC voting committee, and the latest progress of Trump's tariff negotiations. Here are the key points that the market will focus on in the new week: Tuesday 23:00, US New York Fed 1-year inflation expectations for June; Wednesday 09:30, China June CPI annual rate; Thursday 02:00, the Federal Reserve releases the minutes of the monetary policy meeting; Thursday 20:30, the number of initial jobless claims in the United States for the week ending July 5; Thursday 21:00, 2025 FOMC voting member, St. Louis Fed President Musalem speaks on the US economy and monetary policy; Friday 02:30, 2027 FOMC voting member, San Francisco Fed President Daly speaks on the US economic outlook. After the release of the non-agricultural report that exceeded expectations this week, US data will usher in a flat period next week. According to LSEG data, the market now believes that the probability of the Federal Reserve cutting interest rates in July is only 4%, and it will not be fully priced before October. Investors are looking forward to the release of the NFIB Small Business Optimism Index next Tuesday and the initial jobless claims data next Thursday for the latest clues on the labor market.